More Related Content
What's hot (20)
Similar to Sandra MYERS - Resume 00 (20)
Sandra MYERS - Resume 00
- 1. CONFIDENTIAL RESUMÉ Sandra MYERS FULL NAME: Sandra Louise MYERS ADDRESS: 1 Lena Place Windaroo QLD 4207 PHONE: 07 3804 0431 0409 499 143 (Mobile) EMAIL: sandra.myers@live.com.au HEALTH: Excellent (non-smoker) DRIVER LICENCE: C Class (Queensland No: 30 645 247) CAREER OBJECTIVES: To continue a career in the financial sector offering an established organisation practical skills along with professional experience. Particular areas of interest for further development include accounting and bookkeeping. To be a member of a team in a supportive environment where continual learning and development is undertaken (including employer and self- sponsored courses/training) for personal growth and skill expansion and providing progressive career opportunities within the organisation
- 2. Resumé 2 S L Myers KEY SKILLS – Excellent customer service/liaison and public relations skills in a financial environment – Sound understanding of banking products, services, procedures and security guidelines including banking industry regulations and requirements – Excellent interpersonal and communication skills with ability to develop productive customer relationships – Well-developed listening skills with ability to proactively analyse and satisfy customer needs and expectations – Ability to identify sales opportunities and cross-sell appropriate financial products – Problem analysis, assessment and grievance handling skills – Ability to work in a busy, challenging and demanding environment – Proven ability to work effectively as part of a results-achieving, multi-disciplinary team – Excellent bookkeeping and business administration skills – Analysis and assessment skills with ability to know and interpret guidelines and policies – Personnel and operational administration skills – Staff supervision, training and development skills – Task co-ordination and implementation skills – High level of attention to detail and accuracy – Ability to organise/plan/prioritise procedures to maximise output and deliver required outcomes (quality, timeframe, budget) – High degree of computer literacy with proficiency in: - Microsoft Suite: Excel, Word, PowerPoint, Outlook - Finance Software: MYOB, HandiTax, Commonwealth Bank (in-house), Fiscal - Project Management: FastTrack - Enterprise: SAP (VF03, IQ 09, FBL5N, VKM1 and VA01), Finesse – Proficient cash handling ability including processing foreign transactions and end-of- day balancing – General finance/administration skills including: - Journals/Ledgers - Credit Control - Debtors/Creditors - Financial Management - Profit & Loss/Trial Balance - Record Keeping - Banking/Reconciliations - Working Capital Assessment - Invoicing/Quotations - Payroll/Wages - Statistics/Data Analysis - Inventory/Stock Control - Petty Cash Administration - Purchasing PERSONAL STRENGTHS – Diligent, conscientious and interested in furthering career – Displays integrity and professionalism – Drive and determination to achieve performance goals – Flexible work attitude with ability to adapt – Enthusiastic and willing to learn – Ability to work effectively in a team and co-operatively with others – Hard working, reliable and accommodating with energetic work ethic – Friendly, efficient and polite manner QUALIFICATIONS 2011 – Certificate IV in Financial Services (Bookkeeping) (FNS40207) TAFE Queensland (Alexandra Hills Campus) 1997 – Advanced Diploma of Business (Accounting) (CN0039) TAFE Queensland (Mt Gravatt Campus) PROFESSIONAL DEVELOPMENT 2015 – Australia and New Zealand Trade Practices – Australian National Credit Code – Australia and New Zealand Privacy Acts – Australia Anti-Money Laundering and Counter-Terrorism Financing – New Zealand Anti-Money Laundering and Combating Financing of Terrorism …continued on p3
- 3. Resumé 3 S L Myers …from p2 – New Zealand Credit Contracts and Consumer Finance Act and Financial Advisors Act – How we treat others in our workplace – Diversity at Work – Creating Workbooks, Worksheets and Data in Excel 2013 – Talent Central: Employee Profile and Individual Development Plan – Introduction to Open Source Software – Australia Anti-Money Laundering and Counter-Terrorism Financing (Annual) 2014 – Anti-Bribery: The Corruption Files – Social Networking Risks – SAP Basic Navigation – Beginner Skills in Microsoft PowerPoint 2010, Outlook 2010 – What’s New in Office 2010 – Quick Reference Guide – Intermediate Skills in Excel 2010, Microsoft Word 2010 – Global Trade Sanctions – Avoiding Workplace Violence – Information Security – Writing with Intention – Business eLearning Library Subscription Pre-requisite 2013 – Recognising Conflicts of Interest – What you Need to Know About Email John Deere In-House Training 2012 – Income Tax Preparation (98.08% Grade) Income Tax Professionals 2009 – MYOB Course – Microsoft Excel Course – Accounting for Small Business Eagleby Learning Centre 2007 – Armed Robbery Survival Skills Barrington Training Services 2007 – Basic Income Tax Preparation H&R Block 1987 – GST / Privacy Act / Regulations / Legislation – Managing Conflict – 2012 – Personal Relationships Banking 2000+ – Insurance Policies – Analysis and Interpretation of Financial Statements – Business FiNAP Skills Master – Winfast In-House Banking System – Accounting/Financial Analysis – Business FiNAP Skills Master – Commercial Analysis for Lenders (Lending Certificate) Commonwealth Bank Finance Company EMPLOYMENT Jul 2012 – Current: JOHN DEERE FINANCIAL | Brisbane QLD Dec 2013 – Current: Wholesale Acceptance Officer – Process dealer wholesale floorplan and trade transactions – Administer dealers’ floorplan facility (through Fiscal) to manage cash flow; includes unit maintenance (demonstrations, storage, hire), banking, account-related dealer enquiries – Manage accounts receivable relationship with dealerships – Process dealer payments for new and used machinery – Reconcile dealer accounts and discrepancies including reconciliation against sales incentives / programs (credits) – Monitor and collect dealer overdue settlements, interest and curtailment payments including settlements due from unit sales – Maintain an effective relationship with assigned dealership – Resolve dealer overdues through following up on disputes and negotiating payment arrangements within prescribed level of authority. – Liaise with credit account managers regarding potential or actual problematic accounts – Monitor/resolve dealer inventory anomalies from on-site Inventory Inspection Reports – Review and approve dealer floorplan requests, rentals, incentives, etc – Efficiently operate company in-house software including: - Frogs (obtains daily reports via SAP and Fiscal) - Sales Incentive Programs - IV Browser (inventory record) - Pathways - SAPMint …continued on p4
- 4. Resumé 4 S L Myers …from p3 – Assist in post-settlement document scanning and storage – Administer dealers’ floorplan (Fiscal) facility to manage cash flow Includes banking, unit maintenance (demonstrations, storage, hire), dealer queries Jul 2012 – Dec 2013: Contract Processing Officer – Review applications and settlements submitted by dealers for completeness and accu- racy in accordance with company policies and procedures – Review and audit lending documentation – Respond to/resolve moderately complex application and settlement service issues and requests – Perform post settlement activities including: - register and discharge company interest over the assets for each lending contract with the relevant bodies (Personal Property Security Register) - conduct searches using Finesse software including CRAA (Credit Reference Assoc- iation of Australia), ASIC (Australian Securities & Investments Commission) - verify identity documentation - conduct SAP Mint searches to verify details including: machinery (serial/engine numbers) factory orders purchase orders sales orders - conduct Fiscal searches; prepare payout figures to use in final disbursement - verify faxed or emailed applications and documents ready for settlement, including: consumer application and loan documents hirer deeds commercial application and loan documents settlement audit report lease application and loan documents approval advice dealer task list (disbursement sheet) quote dealer tax invoice / direct debit forms insurance - contact customers regarding any arising issues to ensure on-time settlements - prepare settlement documents using Finesse - check all documentation and conduct settlements - prepare daily invoice payment reports for Wholesale Department – Email tax invoices to dealers advising settlement details PROJECT: – Identify departmental objectives and challenges and impact on Acceptance Team – Identify roles within other departments and impact of processes on workflow Results: Increased departmental awareness of relationship between processes and workflow Process optimisation led to maximised workflow Personal advancement within the company (promotion to Wholesale Acceptance Officer position) Jun 2012 – Jul 2012: THE INCOME TAX PROFESSIONALS | Loganholme QLD Tax Consultant (Sole Charge) – Prepare and electronically lodge tax returns in accordance with the Tax Agents Services Act 2009 and the Income Tax Assessment Acts 1936 and 1997 – Operate computer-based software and upgrade as directed – Self-audit all completed tax returns – Resolve customer complaints courteously and promptly – Reconcile daily banking – Ensure Tax Agent checks and audits all returns – Promptly make any corrections as advised by Tax Agent and advise client of changes to estimated tax position – Carry out ATO Portal checks – Conduct pre-appointment interviews and sort client documents – Provide general and administrative clerical support as required – Carry out general office duties including invoicing/receiving/reconciling payments, performing data entry, attending to accounts receivable, scheduling appointments, preparing letters and documents and responding to public/customer enquiries Mar 1987 – Jun 2012: COMMONWEALTH BANK OF AUSTRALIA (CBA) | Brisbane QLD 1987 –1995: Administration / Operations/ Accounting Assistant – Process and reconcile accounts, payments and receipts …continued on p5
- 5. Resumé 5 S L Myers …from p4 – Manage arrears and payment overdues; plan alternative payment options – Transfer product knowledge and advice to customers – Respond to general enquiries including GST relating to products and applications, and payout figures 1995 – 1998: Assistant Manager - Sales (Direct New Business) – Service clients in all aspects of consumer (personal) loans, hire purchase and leasing finance, including after-service care – Prospect for new business, follow-up referrals and maintain business relationships – Prepare quotations for leases and hire purchase agreements – Prepare documentation for vehicle and equipment insurance, including write-offs and ensuring maintenance and currency of policies – Process personal and company finance lending proposals – Process, authorise and attend settlements – Liaise with accountants and product suppliers and representatives – Transfer product knowledge and advice to customers – Prepare documentation, contracts and agreements – Assist field and departmental managers – Provide support and direction to administrative staff – Release guarantor from lease and hire purchase contracts – Quote on residual (lease) and balloon payments (equipment loans and hire purchase) for refinancing debts – Follow up repayment on residual/balloon payments and release residual amounts – Review and renegotiate loans 1998 – 1999: Business Development Officer – As above – Market products and services in territory (Wynnum to Springwood to Moorooka) – Assist branch commercial lenders and co-ordinate client services for territory branches – Facilitate training for branch staff and officers – Develop and document instruction manuals 2001 – 2002: Relief Field Manager - Gold Coast – Provide relief services to branches from Beenleigh to Tweed Heads – Assist branch commercial lenders and co-ordinate client services for territory branches – Provide assistance with quoting (seasonal/monthly) and documentation – Sign up and attend settlements for branch lenders – Establish relationships with new clients – Maintain and further develop existing portfolio of clients 2001 – 2003: Assistant Manager - Broker and Network Departments – Provide quotes to brokers and CBA Lenders – Proactively develop and maintain strong relationships with brokers and lenders – Increase company portfolio and retain existing relationships – Quote on luxury vehicles and other equipment over $200K – Follow up and record quotes over $200K – Process fee collection and relevant documentation 2007 – Jun 2012: Customer Service Representative – Provide first-rate customer service – Identify opportunities to meet financial needs – Process cash and foreign transactions – Cross-sell products and services – Resolve customer complaints – Operate CBA systems and function within company procedures and policies Achievements: Received area (Retail) Manager's commendation letter (Dec 2009): "You continue to consistently deliver excellent results, setting the service standards to satisfy and exceed our customers' expectations. I congratulate you on your great efforts and encourage you to continue with those activities that have been instrumental in achieving your success. You are currently over or close to 100% of plan." Received other Manager's commendations for exceeding expectations with: (a) overall outcome (b) overall performance
- 6. Resumé 6 S L Myers REFEREES Steve Wright Marketing Manager John Deere Brisbane QLD Phone: 07 3802 3123 Helene Finch Order Fulfilment Officer John Deere Brisbane QLD Phone: 07 3802 3186 0402 043 881 (Mobile) John Reid formerly Credit Officer (retired) John Deere Brisbane QLD Phone: 07 3351 6974 0429 150 608 (Mobile) Jennifer Brown Customer Service Officer formerly Releases and Customer Service Officer Australia Post Suncorp Brisbane QLD Brisbane QLD Phone: 0417 777 321 (Mobile)